EWM
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Evermay Wealth Management’s Eagle Bancorp EGBN Stock Holding History

Evermay Wealth Management’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$11K – 477
2021
Q2 		$11K Buy
+200
New +$11.1K ﹤0.01% 401

Other funds holding EGBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evermay Wealth Management's EGBN Position: Q3 2021 in Review

Evermay Wealth Management sold out of Eagle Bancorp (EGBN) in Q3 2021, closing a stake of 200 shares — an estimated $11K sold.

Evermay Wealth Management first reported a position in EGBN in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 180 funds tracked by Wall St. Rank hold EGBN as of Q3 2021.

  • Evermay Wealth Management reported no remaining Eagle Bancorp position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 200 Eagle Bancorp shares in Q3 2021, an estimated $11K.
  • Evermay Wealth Management first reported a position in Eagle Bancorp in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's Eagle Bancorp position peaked at $11K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.